This document displays the Outline from Florida Wills & Trusts. While using the program, you can generate an actual Outline document (displaying the answers you have provided) by pointing to Send on the File menu and then clicking Navigator Outline.
----------------- O U T L I N E ----------------
000 Title Page =
001 Select An Activity =
002 Wills =
003 Trusts =
004 Type of Revocable Trusts =
005 Type of Joint Trusts =
006 Type of Irrevocable Trusts =
007 Drafting for Same-sex couple? =
008 DPAs and Related Doc'ts =
009 DPA Format =
010 DPA Provisions Included =
011 Revoke All Prior DPAs? =
012 Include Explanation Page? =
013 Authorization Forms for Minors =
014 Ancillary Documents =
015 Assignment Specified =
016 Crummey Notices Specified =
017 Delegation of Powers =
018 Letters =
019 Type of Word Processor =
020 Type of Questionnaire =
021 Worksheet Includes =
022 Template Assistant =
023 User Profile Includes =
024 How To =
025 Add Names/Info to Scratch Pad =
026 Include Article Reviews? =
027 =
028 Client Information =
029 Client Married? =
030 Client Identity/Gender =
031 Same-sex: Gender of Couple =
032 Same-sex: Refer to Spouse As =
033 Refer to as Widow/Widower? =
034 Deceased Spouse =
035 =
036 Male or Spouse 1 Full Name =
037 First =
038 Middle =
039 Last =
040 Also Known As =
041 Refer to As =
042 U.S. Citizen =
043 Male or Spouse 1 SSN =
044 1st 3 Digits =
045 2nd 2 Digits =
046 Last 4 Digits =
047 =
048 Female or Spouse 2 Full Name =
049 First =
050 Middle =
051 Last =
052 Also Known As =
053 Refer to As =
054 U.S. Citizen =
055 Female or Spouse 2 SSN =
056 1st 3 Digits =
057 2nd 2 Digits =
058 Last 4 Digits =
059 =
060 Client Address =
061 Street =
062 City =
063 State =
064 County =
065 Zip Code =
066 Telephone =
067 =
068 Children =
069 Unmarried Client: Children? =
070 Married Client: Children? =
071 Treat Spouse Children as Own? =
072 Current Marriage (Q REPEATS) =
073 Child Info =
074 Name =
075 Date of Birth =
076 Gender =
077 Male or Spouse 1 Children (Q REPEATS) =
078 Child Info =
079 Name =
080 Date of Birth =
081 Gender =
082 Children Are From Prior Marriage =
083 Female or Spouse 2 Children (Q REPEATS=
084 Child Info =
085 Name =
086 Date of Birth =
087 Gender =
088 Children Are From Prior Marriage =
089 Disinheriting Children? =
090 Disinherit Whom? =
091 Disinherit Issue of Child? =
092 =
093 Single Beneficiary Trust =
094 Beneficiary =
095 Name =
096 Gender =
097 Relationship =
098 Refer to As =
099 =
100 References =
101 Refer to Grantor As =
102 First/Third Person =
103 Neutral H/W Pronouns =
104 Refer to Trust Document As =
105 Refer to Trustee(s) As =
106 Refer to Cotrustee As =
107 Refer to Will As =
108 Refer to Personal Rep(s) As =
109 Style of Names =
110 Numbers =
111 Internal Revenue Code =
112 Articles =
113 =
114 Family =
115 Include Statement Citizenship? =
116 Include Children Birthdates? =
117 Children Include Afterborns? =
118 Define Descendants =
119 Limit Spouse Children to Named? =
120 Edit Family Description? =
121 Custom Family Description =
122 Review: Family =
123 =
124 Will =
125 POW: Trust Status =
126 POW: Trust Executed Same Date =
127 Recipient if No Gift to Trust =
128 =
129 Cremation of Bodily Remains =
130 Organ Donation =
131 Disposition of Ashes =
132 PR Pays Costs =
133 Gift of Homestead Real Property =
134 Homestead Gift: Specify Other =
135 Name =
136 Gender =
137 =
138 Trusts =
139 Name of Trust =
140 Grantor Trust Status =
141 Second-to-Die Policies =
142 Initial Trustees =
143 Trustees (Q REPEATS) =
144 Trustees =
145 Name =
146 Trustee Gender/Entity =
147 =
148 Initial/Annuity Term =
149 Term =
150 Annuity Payments =
151 GRAT: Payment Frequency =
152 GRAT: Deferral of Annuity Payments=
153 Annuity Calculation Method =
154 Annuity Percentage =
155 Annuity Formula =
156 Annual % Increase in Annuity =
157 GRAT: Add Custom Provision? =
158 Custom Sections (Q REPEATS) =
159 Section Heading =
160 Custom Text =
161 Review: GRAT Admin During Term =
162 =
163 Transfers to Trust =
164 Initial Transfer to Trust =
165 Payment Schedule Uses Dollars =
166 Dollar Amount Transferred =
167 Describe Transferred Assets =
168 Joint Trust: Community Property =
169 Crummey Powers =
170 Review: Transfers to Trust =
171 =
172 Reserved Rights =
173 Amendment by Agent =
174 Communication of Writing =
175 Suspension: Private Decision =
176 Specify Others (Q REPEATS) =
177 Specify Others =
178 Name =
179 Type =
180 Spouse Disabled =
181 Suspension: Medical Opinion =
182 Specified Doctors =
183 Reserved Rights: Add Custom Provisio=
184 Custom Sections (Q REPEATS) =
185 Section Heading =
186 Custom Text =
187 Review: Reserved Rights =
188 =
189 Payments During Lifetime =
190 Pay to Others on Incapacity =
191 Best Interests Distributions =
192 Gifts by Trustees =
193 Gifts to Others (Q REPEATS) =
194 Trustee Gifts to Others =
195 Name =
196 Gender =
197 Allow Gifts to Spouses =
198 Limit Gifts to Exclusion Amt? =
199 Require Class Equality? =
200 Pay Charitable Pledges? =
201 Avoid Nursing Home =
202 Payments Dur Life: Add Custom Provis=
203 Custom Sections (Q REPEATS) =
204 Section Heading =
205 Custom Text =
206 Review: Payments During Lifetime =
207 =
208 ILIT/IDIT Admin During Lifetime =
209 Structure During Lifetime =
210 Spouse is Income Beneficiary =
211 Power to Terminate Trust =
212 Power to Terminate: Other =
213 Name =
214 Gender =
215 Appoint to Whom =
216 Limit Spouse Appointees =
217 Appoint to Existing Trust =
218 ILIT During Life: Add Custom Provisi=
219 Custom Sections (Q REPEATS) =
220 Section Heading =
221 Custom Text =
222 Review: Admin During Lifetime =
223 =
224 QPRT Admin During Term =
225 Mortgage Payments =
226 Payment of Expenses =
227 QPRT During Term: Add Custom Provisi=
228 Custom Sections (Q REPEATS) =
229 Section Heading =
230 Custom Text =
231 Review: QPRT Admin During Term =
232 =
233 ILIT/IDIT Admin After Death/Term =
234 Balance of Estate =
235 Inclusion Provision =
236 Create Marital Trust? =
237 ILIT After Death: Add Custom Provisi=
238 Custom Sections (Q REPEATS) =
239 Section Heading =
240 Custom Text =
241 Review: ILIT/IDIT Admin After Death =
242 GRAT/QPRT Admin After Death/Term =
243 Grantor Power of Appointment =
244 Receptacle Trust =
245 Receptacle Trust Info =
246 Name =
247 Date =
248 Other Distribution =
249 Specify Distribution at End of Ter=
250 Distribution on Death =
251 Option to Lease =
252 Option to Lease: Term =
253 Lease: Include Spouse/Other? =
254 Name of Alternate Lessee =
255 GRAT After Death: Add Custom Provisi=
256 Custom Sections (Q REPEATS) =
257 Section Heading =
258 Custom Text =
259 QPRT After Death: Add Custom Provisi=
260 Custom Sections (Q REPEATS) =
261 Section Heading =
262 Custom Text =
263 Review: GRAT/QPRT End of Term =
264 =
265 Specific Gifts =
266 Tangible Personal Property =
267 TPP (Q REPEATS) =
268 Tangible Personal Property =
269 Item =
270 Recipient Name =
271 Gender or Type =
272 Require Recipient Survival? =
273 Alternate Disposition =
274 Which Document =
275 TPP Only if Surviving Spouse? =
276 TPP Joint Whose Death =
277 =
278 Will: TPP Provisions =
279 List of TPP? =
280 Limit List for TPP =
281 Amount =
282 Conflict Between Lists =
283 List: Limit Months After Death =
284 Remaining TPP to Spouse =
285 Remaining TPP =
286 TPP Recipient Specified =
287 Special Terms =
288 =
289 Specific Gifts =
290 Gifts of Cash (Q REPEATS) =
291 Specific Gifts of Cash =
292 Recipient Name =
293 Amount =
294 Gender or Type =
295 Only if Surviving Spouse? =
296 Joint Whose Death =
297 Treat As Gift to Spouse? =
298 Group Gift =
299 Require Recipient Survival? =
300 Specify Further Terms? =
301 Further Terms =
302 =
303 Gifts of Stock (Q REPEATS) =
304 Description of Gift =
305 Company Name =
306 Number of Shares =
307 Recipient Name =
308 Gender or Type =
309 More Than 2 Recipients? =
310 Only if Surviving Spouse? =
311 Joint Whose Death =
312 Require Recipient Survival? =
313 =
314 Real Property (Q REPEATS) =
315 Description of Gift =
316 Description =
317 Type of Description =
318 County =
319 State =
320 Recipient Name =
321 Gender or Type =
322 Require Recipient Survival? =
323 Include Furnishings? =
324 Only if Surviving Spouse? =
325 Joint Whose Death =
326 =
327 Other Gift (Q REPEATS) =
328 Heading =
329 Text =
330 Only if Surviving Spouse? =
331 =
332 Exercise Power of Appointment =
333 Exercise Power of Appointment =
334 Power of Appointment (Q REPEATS) =
335 Source of Power of Appointment =
336 Beneficiary Information =
337 Recipient =
338 Gender =
339 Require Survival? =
340 Which Document =
341 =
342 Distributions After Death =
343 Marital Gift =
344 Marital Gift Share =
345 Tax Formula for Marital Gift =
346 Specific Gift of IRD to Spouse? =
347 Balance of Estate =
348 Optimum or Pay Tax Formula =
349 Pay Tax Formula Amount =
350 Marital Gift Outright or Trust =
351 No Spouse: Balance of Estate =
352 Disclaimed Amounts to Family Trust =
353 Outright Gift to Spouse? =
354 Outright Gift Described =
355 Minimum Marital Gift =
356 Minimum Marital Gift Options =
357 Amount Specified =
358 Percentage Specified =
359 QTIP: Include Clayton Clause? =
360 Elective Share Trust =
361 Payment of Income =
362 Distribution of Principal =
363 Distribution at Death =
364 Specify Other =
365 Balance: Specify Other =
366 Name =
367 Gender =
368 Balance: Alternate Disposition =
369 Others Specified =
370 =
371 No Spouse or at SS death: Allocate GST=
372 =
373 GST Exempt Trust =
374 Existing GST Trust =
375 Name =
376 Date =
377 Limit Amount of GST Exempt Trust? =
378 Limit GST Exempt Trust Options =
379 Amount Specified =
380 Percentage Specified =
381 Equalizing Gift? =
382 Form of Equalizing Gift =
383 =
384 Distrib Aft Death: Add Custom Provisio=
385 Custom Sections (Q REPEATS) =
386 Section Heading =
387 Custom Text =
388 Review: Distributions After Death =
389 =
390 Family Trust =
391 Refer to Family Trust As =
392 Trust Name Specified =
393 =
394 During Spouse's Lifetime =
395 Income to Spouse Required =
396 Discretionary Distributions =
397 Best Interests Distributions =
398 Limit Distributions if Marital Trust=
399 Distributions If Remarried =
400 Five and Five Power =
401 Five and Five Terms =
402 Dollar Limit =
403 Percentage Limit =
404 15 Month Delay? =
405 Long Form: Greater of $ or % Lim=
406 Use of Residence by Spouse =
407 Spouse Consent for Sale =
408 Limit New Residence to Proceeds =
409 Include Special Power of Appointment=
410 Special Power of Appointment =
411 Special PA Beneficiaries =
412 Others (Q REPEATS) =
413 Special PA Others =
414 Name =
415 Gender =
416 =
417 Pot Trust =
418 Age for Termination =
419 Educational Pot Trust =
420 Incl Children of Deceased Children=
421 Best Interests Distributions =
422 Use of Residence by Children =
423 Limit New Residence to Proceeds =
424 Amount of Pot Trust =
425 Suspension of Interests =
426 Limit Emergency Payments? =
427 Determine Beneficiaries at Time? =
428 =
429 Distribute or Divide Trust =
430 Division =
431 Same Terms for All =
432 Alt Distribution to Spouse =
433 Distribution =
434 Distribution if No Descendants =
435 Pourover to What Trust =
436 Creator of Trust =
437 Name of Trust =
438 Same Date? =
439 Date of Recipient Trust =
440 Spouse Family Trust Under =
441 As Amended? =
442 Which Trustees Administer =
443 Named Persons and Charities =
444 Named Persons (Q REPEATS) =
445 Named Persons =
446 Name =
447 Type =
448 Amount =
449 Charity: For General Purposes =
450 Charity: Provision If Not Exempt=
451 Named Persons: Form of Dist =
452 Named Person: Refer to As =
453 Named Persons: If Not Survive =
454 Named Persons: Specify Other =
455 Specify Other =
456 Family Trust: Add Custom Provision? =
457 Custom Sections (Q REPEATS) =
458 Section Heading =
459 Custom Text =
460 Review: Administration Family Trust =
461 =
462 Marital Trust =
463 Refer to Marital Trust As =
464 Trust Name Specified =
465 =
466 Administration =
467 Payment of Income =
468 Accrued Income at Death =
469 Earned Income Not Withdrawn =
470 Distribution of Principal =
471 Best Interests Distributions =
472 QTIP: Withdrawal of Principal =
473 General Power of Appointment =
474 QTIP: GPA to Creditors =
475 Special Power of Appointment =
476 Special PA Beneficiaries =
477 Others (Q REPEATS) =
478 Special PA Others =
479 Name =
480 Gender =
481 Five and Five Power =
482 Five and Five Terms =
483 Dollar Limit =
484 Percentage Limit =
485 15 Month Delay? =
486 Long Form: Greater of $ or % Lim=
487 Disclaimed: Treat Differently =
488 Specify Treatment =
489 Marital Trust: Add Custom Provision?=
490 Custom Sections (Q REPEATS) =
491 Section Heading =
492 Custom Text =
493 Review: Administration Marital Trust=
494 =
495 Funding and Qualification =
496 Valuation of Assets =
497 Payment of Estate Taxes =
498 Retirement Plans =
499 QDOT: Security Provisions =
500 Review: Fund/Qual Marital Trust =
501 =
502 GRAT/QPRT: Terms =
503 Inter Vivos GPA to Spouse =
504 Review: Terms of Marital Trust =
505 =
506 GST Exempt Trust =
507 Spouse is Beneficiary? =
508 Income to Spouse Required =
509 Discretionary Distributions =
510 Limit Distributions if Marital Trust=
511 Distributions If Remarried =
512 =
513 Pot Trust =
514 Best Interests Distributions =
515 Income Payments =
516 Income Payments Age Spec'd =
517 Payments to Family =
518 Remaining Income =
519 Additional Payments to Family =
520 Principal Distributions =
521 Discretionary Distribution Events =
522 Equal Principal Distributions? =
523 Equal Distributions Info =
524 Initial Age =
525 Years Between Distributions =
526 Number of Distributions =
527 Unequal Distributions (Q REPEATS) =
528 Unequal Distributions Info =
529 Age =
530 Amount =
531 Cumulative Total Amount =
532 Require Minimum Interval? =
533 Five and Five Power =
534 Five and Five Terms =
535 Dollar Limit =
536 Percentage Limit =
537 15 Month Delay? =
538 Long Form: Greater of $ or % Limit=
539 Special Power of Appointment =
540 Special PA Beneficiaries =
541 Others (Q REPEATS) =
542 Special PA Others =
543 Name =
544 Gender =
545 Further Distribution =
546 Dynasty Trust =
547 Terminate on Whose Death =
548 Alternative Distribution to Spouse =
549 Alternative Distribution =
550 Charity Name =
551 For General Purposes =
552 Specify Alternative Distribution =
553 GST Exempt Trust: Add Custom Provision=
554 Custom Sections (Q REPEATS) =
555 Section Heading =
556 Custom Text =
557 Review: GST Exempt Trust =
558 =
559 Treat Children Differently =
560 Treat Children Differently? =
561 Specify Different Treatment =
562 Distributions to Children (Q REPEATS=
563 Child Name =
564 Child Gender =
565 Child's Share =
566 Outright or in Trust? =
567 Different Trust Terms? =
568 =
569 Trusts for Children =
570 Best Interests Distributions =
571 Income Payments =
572 Income Payments Age Spec'd =
573 Payments to Family =
574 Remaining Income =
575 Additional Payments to Family =
576 Principal Distributions =
577 Discretionary Distribution Events =
578 Equal Principal Distributions? =
579 Equal Distributions Info =
580 Initial Age =
581 Years Between Distributions =
582 Number of Distributions =
583 Unequal Distributions (Q REPEATS) =
584 Unequal Distributions Info =
585 Age =
586 Amount =
587 Cumulative Total Amount =
588 Require Minimum Interval? =
589 Five and Five Power =
590 Five and Five Terms =
591 Dollar Limit =
592 Percentage Limit =
593 15 Month Delay? =
594 Long Form: Greater of $ or % Limit=
595 General Power of Appointment =
596 GPA: Trust for Minors =
597 Special Power of Appointment =
598 Special PA Beneficiaries =
599 Others (Q REPEATS) =
600 Special PA Others =
601 Name =
602 Gender =
603 Further Distribution =
604 Dynasty Trust =
605 Terminate on Whose Death =
606 Alternative Distribution to Spouse =
607 Alternative Distribution =
608 Charity Name =
609 For General Purposes =
610 Specify Alternative Distribution =
611 Tr for Children: Add Custom Provision?=
612 Custom Sections (Q REPEATS) =
613 Section Heading =
614 Custom Text =
615 Review: Trusts for Children =
616 =
617 Trusts for Descendants =
618 Same Terms as GST Exempt? =
619 Best Interests Distributions =
620 Income Payments =
621 Income Payments Age Spec'd =
622 Payments to Family =
623 Remaining Income =
624 Additional Payments to Family =
625 Principal Distributions =
626 Discretionary Distribution Events =
627 Equal Principal Distributions? =
628 Equal Distributions Info =
629 Initial Age =
630 Years Between Distributions =
631 Number of Distributions =
632 Unequal Distributions (Q REPEATS) =
633 Unequal Distributions Info =
634 Age =
635 Amount =
636 Cumulative Total Amount =
637 Require Minimum Interval? =
638 Five and Five Power =
639 Five and Five Terms =
640 Dollar Limit =
641 Percentage Limit =
642 15 Month Delay? =
643 Long Form: Greater of $ or % Limit=
644 General Power of Appointment =
645 GPA: Grandchild's Trust =
646 Special Power of Appointment =
647 Special PA Beneficiaries =
648 Others (Q REPEATS) =
649 Special PA Others =
650 Name =
651 Gender =
652 Further Distribution =
653 Alternative Distribution to Spouse =
654 Alternative Distribution =
655 Charity Name =
656 For General Purposes =
657 Specify Alternative Distribution =
658 Tr for Desc'ts: Add Custom Provision? =
659 Custom Sections (Q REPEATS) =
660 Section Heading =
661 Custom Text =
662 Review: Trusts for Descendants =
663 =
664 Special Trusts =
665 Special Trusts =
666 Trust Terms (Q REPEATS) =
667 Beneficiary =
668 Name =
669 Gender =
670 Refer to As =
671 Type of Trust =
672 Residuary Beneficiary =
673 Ind Trustee Distributions =
674 GPA to Creditors? =
675 Trustees Terminate Trust =
676 Special Trusts: Add Custom Provisi=
677 Custom Provision =
678 Section Heading =
679 Custom Text =
680 Review: Special Trusts =
681 =
682 =
683 Grantor Trust Powers =
684 Continue Grantor Trust Status =
685 Spouse Grantor Trust Powers =
686 Right to Add Beneficiaries =
687 Add'l Benes Incl Spouses =
688 Who Directs Loans to Grantor =
689 Powerholder to Direct Loans =
690 Name =
691 Gender =
692 Review: Grantor Trust Powers =
693 =
694 Optional Provisions =
695 Optional Provisions =
696 Termination of Marriage =
697 =
698 Standby Trust =
699 Age for Standby Trust =
700 Exclude Power of Appt Assets =
701 Include Disability =
702 Ind Trustee Distributions =
703 Remaining Trust Assets =
704 Other Specified =
705 Review: Standby Trust =
706 =
707 Substance Abuse =
708 Trustee Approves Treatment? =
709 Resumption of Distributions =
710 Substance Abuse: Add Custom Provisio=
711 Custom Sections (Q REPEATS) =
712 Section Heading =
713 Custom Text =
714 Review: Substance Abuse =
715 =
716 Post-Death Trustees =
717 Required Trustees =
718 Independent Trustee Name =
719 Number of Family Trustees =
720 Family Trustees (Q REPEATS) =
721 Name =
722 Prohibit Specific Trustee? =
723 Prohibited Family Trustee =
724 Minimum # of Trustees =
725 Require Corp/Ind Trustee =
726 Effective =
727 =
728 Separate Trustees for Trusts =
729 Other Trustees =
730 Spouse as Trustee =
731 Spouse Designated Trustee =
732 Trustees (Q REPEATS) =
733 Trustee Info =
734 Name =
735 Type =
736 Minimum # Trustees w/ Spouse =
737 Require Corp/Ind Trustee =
738 Remaining Trustees Serve Alone =
739 Name First Successor =
740 First Successor Trustee =
741 Name =
742 Type =
743 Second Successor Trustee =
744 =
745 Trustees of Marital Trust =
746 Spouse as Trustee =
747 Spouse Designated Trustee =
748 Trustees (Q REPEATS) =
749 Trustee Info =
750 Name =
751 Type =
752 Minimum # Trustees w/ Spouse =
753 Require Corp/Ind Trustee =
754 Remaining Trustees Serve Alone =
755 Name First Successor =
756 First Successor Trustee =
757 Name =
758 Type =
759 Second Successor Trustee =
760 =
761 Trustees of Family Trust =
762 Spouse as Trustee =
763 Spouse Designated Trustee =
764 Trustees (Q REPEATS) =
765 Trustee Info =
766 Name =
767 Type =
768 Minimum # Trustees w/ Spouse =
769 Require Corp/Ind Trustee =
770 Remaining Trustees Serve Alone =
771 Name First Successor =
772 First Successor Trustee =
773 Name =
774 Type =
775 Second Successor Trustee =
776 =
777 Trustees Children's Trusts =
778 Beneficiary as Trustee =
779 Age for Beneficiary Trustee =
780 Designated Trustee =
781 Trustees (Q REPEATS) =
782 Trustee Info =
783 Name =
784 Type =
785 Minimum # Trustees w/ Beneficiary =
786 Require Corp/Ind Trustee =
787 Remaining Trustees Serve Alone =
788 Name First Successor =
789 First Successor Trustee =
790 Name =
791 Type =
792 Second Successor Trustee =
793 =
794 Trustees for Descendants =
795 Beneficiary as Trustee =
796 Age for Beneficiary Trustee =
797 Designated Trustee =
798 Trustees (Q REPEATS) =
799 Trustee Info =
800 Name =
801 Type =
802 Minimum # Trustees w/ Beneficiary =
803 Require Corp/Ind Trustee =
804 Remaining Trustees Serve Alone =
805 Name First Successor =
806 First Successor Trustee =
807 Name =
808 Type =
809 Second Successor Trustee =
810 =
811 Specify Other (Q REPEATS) =
812 Name of Trust =
813 Custom Provision =
814 Review: Appointment of Trustees =
815 =
816 Provisions Governing Trustees =
817 Spouse Designates Cotrustee =
818 Delegation of Authority =
819 =
820 Same Trustee for Disability or Death =
821 Disability Trustees (Q REPEATS) =
822 Disability Trustees =
823 Name =
824 Type =
825 Trustee Names Successor =
826 Specify How Name Successor =
827 Specify Succession =
828 =
829 Advisors or Committee =
830 Spouse Initial Advisor? =
831 Advisors (Q REPEATS) =
832 Name =
833 Special Advisor? =
834 Who Approves Advisors? =
835 Advisor Powers =
836 Include Remainder Benes =
837 Advisor Compensation =
838 Charge Fees to Income/Principal =
839 Effective =
840 =
841 Selecting Additional Trustees =
842 List Successor Trustees (Q REPEATS) =
843 Name of Successor Trustee =
844 List Successor Trustee Type =
845 Name of Corp/Ind Trustee =
846 Type of Independent Trustee =
847 If List/Corp Trustee Fails =
848 List/Corp Fails Specify Other =
849 IRT: Grantor Names Successor Trustee=
850 Departing Trustee Names Successor =
851 Power to Nominate Successors =
852 Allow changes to list? =
853 Power to Nominate Co-trustees? =
854 Nomination by Spouse/Children =
855 Nomination Advisors Unanimous =
856 Specify Other (Q REPEATS) =
857 Power to Nominate Other =
858 Corporate or Independent =
859 =
860 IRT: Grantor's Removal Power =
861 Removal of Trustees =
862 Who May Remove Trustees =
863 Removal by Spouse/Children =
864 Advisors Unanimous =
865 Specify Other (Q REPEATS) =
866 Power to Remove Other =
867 Limitations on Removal Power =
868 Require Corp/Ind Trustee =
869 Subst Abuse # Yrs to Participate =
870 Removal Power on Reaching Age =
871 Removal Power? =
872 Age? =
873 =
874 Majority of Beneficiaries =
875 Waive Court Supervision =
876 Multiple Trustees Provision =
877 Trustees: Add Custom Provision? =
878 Custom Sections (Q REPEATS) =
879 Section Heading =
880 Custom Text =
881 Review: Provisions Governing Trustees =
882 =
883 Personal Representatives =
884 Spouse as Personal Representative =
885 Personal Reps (Q REPEATS) =
886 Personal Representative Info =
887 Name =
888 Type =
889 Minimum # PRs w/ Spouse =
890 Spouse: Require Corporate PR =
891 Minimum # of PRs =
892 Require Corporate PR =
893 Remaining PRs Serve Alone =
894 First Successor PR =
895 Name =
896 Type =
897 Name Additional Successors =
898 List Successor PRs (Q REPEATS) =
899 Name of Successor PR =
900 PR's: Add Custom Provision? =
901 Custom Sections (Q REPEATS) =
902 Section Heading =
903 Custom Text =
904 Review: Appointment of Personal Reps =
905 Will: Appointment of Guardians =
906 Appointment of Guardians =
907 Same Guardian Person/Property =
908 Guardian =
909 Name =
910 Gender =
911 Guardian of the Property =
912 Name =
913 Gender =
914 Name Alternate Guardians =
915 Alternate Guardian (Q REPEATS) =
916 Alternate Guardian =
917 Name =
918 Gender =
919 Alternate Guardian Property (Q REP=
920 Alternate Guardian Property =
921 Name =
922 Gender =
923 Designated Representative =
924 Use Designated Representative =
925 Specify Son =
926 Specify Daughter =
927 Specify Other =
928 Restrict All Information =
929 Appointment =
930 Name =
931 Gender =
932 Right to Name Successors =
933 Alternate Appointment of Successors =
934 Child Excluded =
935 Other Specified =
936 Compensation =
937 Designated Rep: Add Custom Provision? =
938 Custom Sections (Q REPEATS) =
939 Section Heading =
940 Custom Text =
941 Review: Designated Representative =
942 =
943 Will: Joint Accounts =
944 Discuss Joint Accounts? =
945 Name of Institution =
946 Joint Tenants (Q REPEATS) =
947 Joint Tenants =
948 Name =
949 Gender =
950 Survivorship Statement =
951 =
952 Include Abatement Provision? =
953 Order of Priority =
954 =
955 Withdrawal Powers =
956 Use Which Form? =
957 Give Spouse Demand Right =
958 Demand Beneficiaries =
959 Other Beneficiary (Q REPEATS) =
960 Other Beneficiary Info =
961 Name =
962 Type =
963 Withdraw From Other Assets =
964 Tiered Withdrawal System =
965 Withdrawal Amount =
966 Require Notice in Writing =
967 Lapse of Power =
968 SPA to Whom =
969 SPA Specify Other =
970 Review: Withdrawal Powers =
971 Portability Election =
972 Make Portability Election =
973 =
974 Survival Provisions =
975 Which Spouse Deemed Survivor? =
976 For What Purposes? =
977 Charge Expenses of Locating? =
978 Excess Expenses Specified =
979 Predeceased if Not Located? =
980 Review: Survival Provisions =
981 =
982 GST Provisions =
983 GST Provisions =
984 Allocate GST to Direct Skips? =
985 Dividing Trusts =
986 Allocate to Spouse's Trust =
987 Review: GST Provisions =
988 =
989 Expenses and Taxes =
990 Expenses and Taxes =
991 Only Taxes Attributable to Trust =
992 Payment of Estate Taxes =
993 Payment of Obligations =
994 Expenses Paid From =
995 Expenses: Preserve Deductions =
996 Prohibit Seeking Reimbursement =
997 Exercise PA to Pay Taxes =
998 Power of Appointment =
999 Apportionment to Specific Gifts =
1000 Apportioned Gifts =
1001 Multiple Gifts =
1002 Multiple Beneficiaries =
1003 Specific Gifts Described =
1004 Taxes Paid From =
1005 Taxes: Preserve Deductions =
1006 Limit on Estate Taxes Paid =
1007 Specify Excess Taxes =
1008 Source of Payment Excess Tax =
1009 Waive 2207A Recovery? =
1010 Interest on Tax =
1011 Payment of Death Benefits to Trustee =
1012 Exp and Taxes: Add Custom Provision? =
1013 Custom Sections (Q REPEATS) =
1014 Section Heading =
1015 Custom Text =
1016 Review: Expenses and Taxes =
1017 =
1018 Fiduciary Powers =
1019 Short Form Powers =
1020 Fiduciary Powers Included =
1021 Commodities, Options, Futures =
1022 Dispose Property Notify Beneficiaries =
1023 Fiduciary As Advisor =
1024 Distributions Under What Age =
1025 Terminate Small Trusts =
1026 Specified Value =
1027 Allocation to Income and Principal =
1028 Cover Agricultural Property =
1029 Fiduciary Powers: Add Custom Provision=
1030 Custom Sections (Q REPEATS) =
1031 Section Heading =
1032 Custom Text =
1033 Review: Fiduciary Powers =
1034 =
1035 Administration and Construction =
1036 Tax Reimbursement =
1037 Offset Required Reimbursement =
1038 Should Consider Other Resources =
1039 Financial Information =
1040 Ascertainable Standard =
1041 Valuation of Pecuniary Gifts =
1042 Pick and Choose Language =
1043 Consultation w/ Guardian =
1044 Spouses of Beneficiaries Provision =
1045 Admin and Const: Add Custom Provision?=
1046 Custom Sections (Q REPEATS) =
1047 Section Heading =
1048 Custom Text =
1049 Review: Admin and Construction =
1050 =
1051 Special Business Provisions =
1052 Special Business Provisions =
1053 Subchapter S Stock =
1054 ESBT Election =
1055 Forfeit if No QSST Election =
1056 Spouse Sole Beneficiary =
1057 Child Sole Beneficiary =
1058 Beneficiaries of QSST =
1059 QSST Failure to Descendants =
1060 Management Business Interests =
1061 Name of Company =
1062 Consent Required for Sale =
1063 Retention of Stock =
1064 Full Name =
1065 Short Name =
1066 Review: Special Business Provisions =
1067 =
1068 Savings Clauses =
1069 Perpetuities Period =
1070 Judicial Modification =
1071 Review: Savings Clauses =
1072 Qualified Plan Proceeds =
1073 Qualified Plan Proceeds =
1074 Conduit Trust: Include Spouse? =
1075 Qualified Plan: Add Custom Provision? =
1076 Custom Sections (Q REPEATS) =
1077 Section Heading =
1078 Custom Text =
1079 Review: Qualified Plan Proceeds =
1080 Applicable Law; Trust Situs =
1081 Determining Trust Situs =
1082 Limit Transfer to U.S. =
1083 Waive Notice =
1084 Notice to Qualified Beneficiaries =
1085 Qualified Beneficiary Specified =
1086 Review: Applicable Law; Trust Situs =
1087 =
1088 Definitions and Miscellaneous =
1089 Corporate Trustee Requirements =
1090 Minimum Trust Assets =
1091 Expand "Not Related/Subordinate" =
1092 Require Experienced Ind Trustee =
1093 Exclude issue born to unmarried parent=
1094 Per Stirpes =
1095 Define Limited SPA? =
1096 Children Confirm Disability =
1097 Lapsed Gifts Provision =
1098 Notices =
1099 Only to Affected Trustees =
1100 Dispute Resolution =
1101 Adoption: Cutoff Age =
1102 Incl Adopted Away Grandchildren =
1103 Include Acknowledgments =
1104 Miscellaneous: Add Custom Provision? =
1105 Custom Sections (Q REPEATS) =
1106 Section Heading =
1107 Custom Text =
1108 Review: Miscellaneous Provisions =
1109 =
1110 Custom Provisions =
1111 Will: Add Custom Provisions? =
1112 Custom Provisions (Q REPEATS) =
1113 Custom Provision =
1114 Heading =
1115 Article/Section =
1116 Text =
1117 Trust: Add Custom Provisions? =
1118 Custom Provisions (Q REPEATS) =
1119 Custom Provision =
1120 Heading =
1121 Article/Section =
1122 Text =
1123 Review: Custom Provisions =
1124 =
1125 Execution Will/Trust =
1126 Date of Trust =
1127 Actual Date of Trust =
1128 Trust: Place of Execution =
1129 City =
1130 County =
1131 State =
1132 =
1133 Date of Will =
1134 Actual Date of Will =
1135 Will: Place of Execution =
1136 City =
1137 County =
1138 State =
1139 =
1140 Client Directs Signature =
1141 Name of Signor =
1142 Client Directs Signature (Joint Trust)=
1143 Name of Signor(s) =
1144 For Husband or Spouse 1 =
1145 For Wife or Spouse 2 =
1146 Number of Witnesses =
1147 Names of Witnesses =
1148 First Witness =
1149 Second Witness =
1150 Third Witness =
1151 All Personally Known =
1152 =
1153 Options Will/Trust =
1154 Cover Page =
1155 Synopsis/TOC =
1156 Will Footer =
1157 Trust Footer =
1158 Custom Footer (Q REPEATS) =
1159 Line =
1160 Custom Footer Location =
1161 Location of Footers =
1162 =
1163 Codicil =
1164 Number Codicil =
1165 Witnesses =
1166 Changes to Will (Q REPEATS) =
1167 Type of Change =
1168 Reference for Change =
1169 Text of Change =
1170 GRAT Codicil =
1171 GRAT Codicil: Date of GRAT =
1172 GRAT Codicil: Remaining Annuity Paym=
1173 GRAT Codicil: RIT Ref in Pourover =
1174 GRAT Codicil: POA Reference in GRAT =
1175 GRAT Codicil: Specify Trust Remainde=
1176 Execution =
1177 Date =
1178 City =
1179 County =
1180 State =
1181 Amendment to Trust =
1182 Number Amendment =
1183 Prior Amendments (Q REPEATS) =
1184 Prior Amendment Date =
1185 Article: Right of Amendment =
1186 Changes to Trust (Q REPEATS) =
1187 Type of Change =
1188 Reference for Change =
1189 Text of Change =
1190 Original Trust Third Person =
1191 List Assets on Schedule? =
1192 Execution =
1193 Date =
1194 City =
1195 County =
1196 State =
1197 =
1198 Health Care Surrogate =
1199 Short Form =
1200 Spouse is Surrogate =
1201 Surrogate =
1202 Name =
1203 Gender =
1204 Relationship =
1205 Address Line 1 =
1206 Address Line 2 =
1207 Telephone =
1208 Name Alternate Surrogate =
1209 Alt Surrogate (Q REPEATS) =
1210 Alternate Surrogate =
1211 Name =
1212 Gender =
1213 Relationship =
1214 Address Line 1 =
1215 Address Line 2 =
1216 Telephone =
1217 Effective Immediately? =
1218 Execution =
1219 Date =
1220 County =
1221 State =
1222 =
1223 Declaration Preneed Guardian =
1224 Separate Guardians =
1225 Name Alternates? =
1226 Guardian of the Person Name =
1227 Guardian Address =
1228 Alternate Guardian (Q REPEATS) =
1229 Alternate Guardian Info =
1230 Alternate Guardian Name =
1231 Alternate Guardian Address =
1232 Guardian of the Property Name =
1233 Guardian Property Address =
1234 Alternate Guardian Property (Q REPEA=
1235 Alternate Guardian Property Info =
1236 Alternate Guardian Property Name=
1237 Alternate Guardian Property Addr=
1238 Date of Execution =
1239 =
1240 Durable Power of Attorney =
1241 Attorney-in-Fact =
1242 Attorney-in-Fact (Q REPEATS) =
1243 Attorney-in-Fact Info =
1244 Name =
1245 Type =
1246 Relationship =
1247 Multiple Attorneys-in-Fact =
1248 AIF's: How To Act =
1249 Expand Investment Powers =
1250 Qualified Tuition Plan =
1251 Beneficiary =
1252 Specify Other =
1253 Qualified Income Trust =
1254 Gifts Made Equally Among Classes? =
1255 Embellish Gifts Recipients =
1256 Specify Other =
1257 Power to Make Gifts =
1258 Limit Gifts to Attorney-in-Fact =
1259 Include Health Care Power for AIF =
1260 HC Agent Identity =
1261 HC Agent Identity: Other =
1262 HCA Info =
1263 Address =
1264 Telephone =
1265 Suspension of Rights? =
1266 Persons to determine Agent's incapac=
1267 Name(s) =
1268 # of Persons designated =
1269 Prohibit Use of Copies =
1270 Is this a Military Power of Attorney? =
1271 Military Information of Client =
1272 Branch of Service =
1273 Grade =
1274 Contingent on Deployment? =
1275 How Will Power Be Acknowledged? =
1276 Location of Officer =
1277 Specify Expiration Date? =
1278 Specify Date =
1279 Include Special Instructions? =
1280 DPA-Signature Line Format =
1281 DPA: Add Custom Provisions? =
1282 Custom DPA: Real Property =
1283 Custom DPA: Tangible Personal Proper=
1284 Custom DPA: Investments =
1285 Custom DPA: Financial Matters =
1286 Custom DPA: Business and Contracts =
1287 Custom DPA: Insurance, Annuities =
1288 Custom DPA: Estates, Trusts and Othe=
1289 Custom DPA: Claims and Litigation =
1290 Custom DPA: Personal and Family Matt=
1291 Custom DPA: Gov't Benefits =
1292 Custom DPA: Military Provision =
1293 Custom DPA: Taxes =
1294 Custom DPA: Additional Provisions =
1295 Execution =
1296 Date =
1297 County =
1298 State =
1299 =
1300 DPA Escrow Instructions =
1301 Actual Date of DPA =
1302 Originals =
1303 Number of Originals =
1304 Number Retained =
1305 Date of Letter =
1306 Affidavit by Attorney-in-Fact =
1307 Name of Attorney-in-Fact =
1308 Date of DPA =
1309 Execution =
1310 Date =
1311 County =
1312 State =
1313 Affidavit by Physician =
1314 Name of Physician =
1315 Where Licensed? =
1316 Execution =
1317 Date =
1318 County =
1319 State =
1320 =
1321 Revocation of DPA =
1322 Attorney-in-Fact Identity =
1323 Attorney-in-Fact Info =
1324 City =
1325 State =
1326 Date of DPA Being Revoked =
1327 Execution =
1328 Date =
1329 City =
1330 County =
1331 State =
1332 Health Care Surrogate for Minor =
1333 Minor(s) =
1334 Type of Guardian =
1335 Surrogate =
1336 Name =
1337 Gender =
1338 Address =
1339 Telephone =
1340 Name Alternate Surrogate =
1341 Alt Surrogate (Q REPEATS) =
1342 Alternate Surrogate =
1343 Name =
1344 Gender =
1345 Address =
1346 Telephone =
1347 Effective Immediately? =
1348 Does the DHCS terminate? =
1349 Specify Date =
1350 Send Copy of DHCS =
1351 Execution =
1352 Date =
1353 County =
1354 State =
1355 =
1356 Power of Attorney for Care of Children =
1357 Short or Long Form? =
1358 Appointee(s) =
1359 Number of Appointees =
1360 Minor(s) =
1361 Powers Limited? =
1362 Unanimity Waived? =
1363 Does POA Terminate? =
1364 Specify Date =
1365 Execution =
1366 Date =
1367 County =
1368 State =
1369 =
1370 Living Will =
1371 Short Form =
1372 Optional Provisions =
1373 Additional Instructions =
1374 Spouse is Surrogate? =
1375 Child is Surrogate? =
1376 Child Surrogate Name =
1377 Surrogate =
1378 Name =
1379 Type =
1380 Relationship =
1381 Name Alternate Surrogate? =
1382 Alternate Surrogate Name =
1383 Primary Physician =
1384 Name =
1385 Telephone Number =
1386 Execution =
1387 Date =
1388 County =
1389 State =
1390 HIPAA Authorization =
1391 Designate Agents =
1392 Specify Agent =
1393 Date and Place of Signing =
1394 County =
1395 Date =
1396 =
1397 Assignment =
1398 Custom Assignment =
1399 Stock Transfer Info =
1400 Recipient =
1401 Company Name =
1402 Number of Shares =
1403 Certificate Number =
1404 Transfer Agent =
1405 Execution Date =
1406 =
1407 Certificate of Trust =
1408 Trust Name =
1409 Grantor(s) =
1410 Trustee =
1411 Trustee's Address =
1412 How many Trustees? =
1413 How Many Trustee Signatures Required=
1414 Delegation of powers =
1415 Is Trust Revocable or Irrevocable? =
1416 Who May Revoke =
1417 Specify Other =
1418 Schedule Successor Trustees =
1419 Date of Execution =
1420 Amendments =
1421 Actual Date of Amendment =
1422 =
1423 =
1424 Execution =
1425 Execution Date =
1426 Execution County =
1427 =
1428 Crummey Notices =
1429 Beneficiaries (Q REPEATS) =
1430 Beneficiary Info =
1431 Name =
1432 Gender =
1433 Guardian =
1434 Withdrawal Amount =
1435 Date of Transfer =
1436 Initial Contribution =
1437 Cash Surrender Value =
1438 New Policy Info =
1439 Policy Issuer =
1440 Policy Number =
1441 Survivorship Policy? =
1442 Article Number =
1443 Premium Payable =
1444 Payment Period =
1445 Next Payment Date =
1446 Signing Trustee =
1447 Return To Whom? =
1448 Trustee Address =
1449 Date of Notice =
1450 Include Trustee Signature? =
1451 =
1452 Delegation of Trustee Powers =
1453 Current Trustees = Initial =
1454 Current Trustees =
1455 Other Trustee (Q REPEATS) =
1456 Other Trustee Name =
1457 Delegate Powers to Which Trustee? =
1458 Delgate Powers to Whom? =
1459 Name =
1460 Gender =
1461 Trust Section Number =
1462 Signature Dates =
1463 Delegators =
1464 Delegatee =
1465 =
1466 Resignation of Trustee =
1467 Resigning Trustee =
1468 Resigning Trustee Name =
1469 Date of Original Appointment =
1470 Date of Resignation =
1471 Successor Appointed =
1472 Name of Successor =
1473 Successor Serves Alone? =
1474 Date of Successor Acceptance =
1475 Requested Resignation =
1476 Appointed by Beneficiaries =
1477 Beneficiary Names (Q REPEATS) =
1478 Beneficiary =
1479 Date of Appointment by Benes =
1480 Article for Beneficiaries' Notice =
1481 =
1482 Trust Transfer Deed =
1483 Trustee Mailing Address =
1484 Legal Description =
1485 County of Property =
1486 Execution =
1487 Date of Execution =
1488 County of Execution =
1489 Enhanced Life Estate Deed =
1490 Remainder Beneficiary (Q REPEATS) =
1491 Info =
1492 Name =
1493 Mailing Address =
1494 Homestead Property? =
1495 How Hold Title? =
1496 Legal Description =
1497 County of Property =
1498 Execution =
1499 Date of Execution =
1500 County of Execution =
1501 =
1502 Attorney Information =
1503 Name =
1504 Law Firm =
1505 Street =
1506 Street (Line 2) =
1507 City =
1508 State =
1509 Zip Code =
1510 Telephone =
1511 Email =
1512 =
1513 Witness Information =
1514 First Witness Info =
1515 Address Line 1 =
1516 Address Line 2 =
1517 Telephone =
1518 Second Witness Info =
1519 Address Line 1 =
1520 Address Line 2 =
1521 Telephone =
1522 =
1523 Letters =
1524 Date =
1525 Language: Singular/Plural =
1526 Letterhead =
1527 Addressee =
1528 Salutation =
1529 Closing =
1530 =
1531 Custom Letter =
1532 Body of Letter =
1533 Enclosures =
1534 =
1535 Funding Instructions Letter =
1536 Enclosing Bill =
1537 Keep TPP Out of Trust =
1538 =
1539 Engagement Letter =
1540 Documents Prepared =
1541 Fixed Fee or Hourly? =
1542 Fixed Fee for Will/Trust =
1543 Fixed Fee for Other Doc'ts =
1544 Fixed Fee Copy Charges =
1545 Cost Per Page =
1546 Total Cost =
1547 Hourly Fees =
1548 Bottom Range =
1549 Top Range =
1550 Initial Deposit =
1551 Interest on Unpaid Bills =
1552 Billing Time Interval =
1553 Billing Time Interval Spec'd =
1554 Minimum Daily Interval =
1555 =
1556 Disengagement Letter =
1557 Scope of Engagement =
1558 Scope: Other Specified =
1559 Current Status =
1560 =
1561 Estate Planning Questionnaire =
1562 Meeting Scheduled =
1563 Date and Time of Meeting =
1564 =
1565 Sending Documents Letter =
1566 Documents Included =
1567 Other (Q REPEATS) =
1568 Other Document =
1569 Estate Tax Planning =
1570 =
1571 =
1572 Clause Bank =
1573 CPI: Initial Index Event =
1574 CPI: No Reduction =
1575 Oral Trust: Name =
1576 Oral Trust: Date =
1577 Oral Trust: Name of Trustee(s) =
1578 Oral Trust: Number of Trustees =
1579 Pet Trust Info =
1580 Pet Trust: Pet Names =
1581 Pet Trust: More than 1 Pet? =
1582 Pet Trust: Pet Gender =
1583 Pet Trust: Type of Gift =
1584 Pet Trust: Gift Amount =
1585 Pet Trust: Initial Custodian =
1586 Pet Trust: Successor Custodian =
1587 Pet Trust: Prohibit Early Termination?=
1588 Pet Trust: Distribution =
1589 Pet Trust: Substitute Final Distributi=
1590 Pet Trust: Specify =
1591 EST Long Form: No FT and MT =
Copyright (c) 2015 Lawgic, LLC, a Florida limited liability company (“Lawgic”). All Rights Reserved. Lawgic and Intelligent Legal Technology are registered trademarks of Lawgic, LLC.